Accurate Wealth Management, LLC Sells in Q3 2025

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-116
- 10.13%
$214.91 - $237.16 $24.9K - $27.5K
1.03K $243K
NJUL
Innovator Growth 100 Power Buf

Technology
-404
- 12.33%
$67.81 - $71.18 $27.4K - $28.8K
2.87K $204K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-588
- 4.71%
$48.5 - $50.19 $28.5K - $29.5K
11.9K $595K
AON
Aon PLC

Financial Services
-35
- 0.29%
$350.91 - $375.27 $12.3K - $13.1K
12.1K $4.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-266
- 1.52%
$50.53 - $50.82 $13.4K - $13.5K
17.3K $877K
CXW
Core Civic, Inc.

Real Estate
-5
- 0.03%
$19.6 - $22.53 $98 - $113
16.6K $338K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-556
- 0.63%
$20.66 - $20.74 $11.5K - $11.5K
88.4K $1.83M
CF
Cf Industries Holdings, Inc.

Basic Materials
-32
- 1.01%
$80.91 - $98.75 $2.59K - $3.16K
3.13K $280K
NUE
Nucor Corp

Basic Materials
-189
- 6.55%
$133.3 - $150.33 $25.2K - $28.4K
2.7K $365K
ORCC
Owl Rock Capital Corp

Financial Services
-605
- 2.44%
N/A
24.2K $323K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-128
- 8.73%
$182.33 - $194.5 $23.3K - $24.9K
1.34K $260K
DHR
Danaher Corp

Healthcare
-35
- 2.0%
$181.46 - $212.2 $6.35K - $7.43K
1.71K $339K
MA
Mastercard Inc

Financial Services
-93
- 1.33%
$550.18 - $598.96 $51.2K - $55.7K
6.9K $3.92M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-67
- 3.01%
$116.29 - $120.92 $7.79K - $8.1K
2.16K $258K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-15
- 0.44%
N/A
3.38K $210K
WPC
W. P. Carey Inc.

Real Estate
-377
- 7.88%
$61.29 - $68.7 $23.1K - $25.9K
4.41K $297K
Core Natural Resources Inc
-1.35K
- 7.02%
N/A
17.8K $0
Aim ETF Products Trust
-250
- 3.47%
N/A
6.96K $0
Aim ETF Products Trust
-1.1K
- 8.75%
N/A
11.5K $0
Innovator Etfs Trust
-453
- 3.41%
N/A
12.8K $0
Liberty Global LTD
-865
- 4.24%
N/A
19.5K $0
Rocket Lab Corp
-688
- 10.67%
N/A
5.76K $0
Sila Realty Trust Inc
-1.14K
- 7.59%
N/A
13.8K $0
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-264
- 4.21%
$40.12 - $43.16 $10.6K - $11.4K
6K $256K
Harbor ETF Trust
-536
- 3.84%
N/A
13.4K $0
Tidal Trust Ii
-9.63K
- 11.38%
N/A
75K $0
DSMC
ETF Ser Solutions Distillate S
-6.79K
- 10.94%
N/A
55.3K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.75K
- 18.55%
N/A
7.68K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-162
- 2.96%
N/A
5.3K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.2K
- 5.66%
N/A
20K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-100
- 1.25%
N/A
7.88K $0
American Healthcare Reit Inc
-579
- 4.46%
N/A
12.4K $0
Trust For Professional Manag
-20K
- 11.13%
N/A
160K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-1.47K
- 5.71%
N/A
24.2K $0
Tidal Trust Ii
-4.68K
- 3.12%
N/A
145K $0
HAPI
Harbor ETF Tr Corporate Cultur
-525
- 2.92%
N/A
17.4K $0
ETF Opportunities Trust
-2.3K
- 9.21%
N/A
22.7K $0
Strategic Trust
-1.2K
- 5.75%
N/A
19.6K $0
ADI
Analog Devices Inc

Technology
-34
- 1.94%
$220.68 - $255.63 $7.5K - $8.69K
1.72K $421K
VLO
Valero Energy Corp

Energy
-447
- 19.41%
$131.77 - $175.63 $58.9K - $78.5K
1.86K $316K
TRV
Travelers Companies, Inc.

Financial Services
-19
- 1.63%
$250.62 - $279.43 $4.76K - $5.31K
1.15K $320K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-45
- 0.67%
$33.07 - $34.84 $1.49K - $1.57K
6.68K $232K
HSY
Hershey CO

Consumer Defensive
-164
- 8.32%
$161.95 - $193.45 $26.6K - $31.7K
1.81K $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-446
- 6.01%
$49.43 - $54.52 $22K - $24.3K
6.98K $378K
MO
Altria Group, Inc.

Consumer Defensive
-6.66K
- 10.97%
$57.75 - $67.68 $385K - $451K
54.1K $3.57M
VEA
Vanguard Ftse Developed Market

ETFs
-587
- 3.74%
$56.02 - $60.3 $32.9K - $35.4K
15.1K $906K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-335
- 4.78%
$42.67 - $46.91 $14.3K - $15.7K
6.67K $312K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-104
- 1.87%
$44.92 - $48.31 $4.67K - $5.02K
5.46K $263K
KEY
Keycorp

Financial Services
-38
- 0.33%
$17.37 - $19.39 $660 - $737
11.5K $214K
Activity Summary
Buys All Purchases 329 New Holdings 78 Increased Positions 251 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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